See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,376 | $93,346-65.3% | $71,796-54.9% | $273,961-88.2% |
| Participation rate | 85.7% | 76.5%+9.2pp | 69.1%+16.6pp | 83.0%+2.7pp |
| Annual return | 5.32% | 130.39%-125.1pp | 78.04%-72.7pp | 41.45%-36.1pp |
| Employer contribution / active EE | $5,177 | $2,733+89.4% | $1,924+169.0% | $4,869+6.3% |
| Participant deferral / active EE | $4,709 | $3,475+35.5% | $2,794+68.5% | $5,287-10.9% |
| Admin fee / account holder | $396 | $6,571-94.0% | $4,815-91.8% | $10,132-96.1% |